Zack Perry, Robertson Stephens
Business hours
| Monday | 9:00am to 5:00pm |
| Tuesday | 9:00am to 5:00pm |
| Wednesday | 9:00am to 5:00pm |
| Thursday | 9:00am to 5:00pm |
| Friday | 9:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
Zack is Managing Director in the Investment Office at Robertson Stephens. Previously, he was Co-CIO and a Partner at Vine Street Wealth Management with John Bernabei.
Prior to starting Vine Street, Zack spent 19 years at several investment management firms. The first 13 years were at Franklin Templeton, where he spent 10 years running a successful small cap product which he grew from $10 million to over $1 billion in assets. After Franklin, he was a Principal and Portfolio Manager at Osterweis Capital Management.
Managing Director and Principal
| Languages | English |
| Tags | Financial Planning, Business Exit, Liquidity Event, Generational Wealth Transfer, Real Estate, Capital Markets, IPO, Risk Management, Business Consulting, Business Advisory, Wealth Management, Wealth Advisor, CIO, CFO, Alternatives, Private Investments, Strategic Planning, Private, Mergers and Acquisitions, M&A, Due Diligence, Transaction Negotiation, Angel Investing, Financial Advisor |
| Specialties | Small cap stocks, Private real estate, concentrated stock hedging, options, private equity, venture capital |
| Brands | Robertson Stephens |
| Services | Portfolio Management, investment management, trading |
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